Jamestown Pediatric Savings And Retirement Plan — Form 5500 plan (Jamestown Pediatric Associates)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jamestown Pediatric Savings And Retirement Plan is a benefit plan reported by Jamestown Pediatric Associates under EIN 16-1427271 and plan number 001. The latest loaded filing year is 2023. The filing reports 38 participants and $7,802,721 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jamestown Pediatric Associates
- EIN
- 16-1427271
- Plan number
- 001
- Plan type
- 2
- Location
- Jamestown, NY
- Latest filing year
- 2023
- Participants
- 38
- End-of-year plan assets
- $7,802,721
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38 | I | 20241015151615NAL0016725027001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,802,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,802,721
- Net assets (BOY)
- $7,035,399
Income & contributions
- Employer contributions
- $55,015
- Participant contributions
- $178,440
- Total income / additions
- $1,058,440
Expenses & distributions
- Benefits paid
- $290,837
- Administrative expenses
- $281
- Total expenses
- $291,118
- Net increase / (decrease)
- $767,322
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.